Managing your Invoices

The Whistle Drywall App's Invoice module allows you or your qualified staff members to create and track invoices for your all your jobs giving you an easy way to see all the payments going in for your jobs.

From the main dashboard, you can access the Invoice module via the admin tab.

Selecting the module will open up your Invoice overview where you can see all Invoices listed and create new ones.

Do note, your qualified staff member or accounting team can easily convert your existing systems into the Whistle Drywall App system or if you need extra help, our support team would be glad to help.

The ID's listed are also generated for the Whistle Drywall App and it is imperative that your qualified staff members or accounting department keep track of these numbers to appropriately assign to your pay apps for extensive record keeping.

Your Invoices and their status will be listed here, you also have several options to view, edit, download, and email the invoice directly to your client contact.

Please work with your qualified staff team or accounting department to carefully and correctly utilize this module.

Let's create a new Invoice.

Clicking the button will show a pop up window like below.

You can create an Invoice with or without an SOV from the appropriate job selected and we do highly recommend utilizing the Jobs module to update and work on your SOV Uploading your Budgets and SOV

Fill in all relevant data and continue.

The image above shows you the current invoice you made.

You have several options to modify and edit this Invoice and we would suggest working with your qualified staff member or accounting team to accurately use this module.

If all values and information is accurate, you can approve the invoice for sending to your client to be paid out.

As we mentioned that having qualified staff members and users is important and we recommend utilizing the Teams module to manage your organization. Creating and Managing Your Teams